Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,288,235
-$5,281,634 QoQ
Shares Held
213,611
-36.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#297
of 2,250 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,397,600
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026CREDIT AGRICOLE S A holds $474,298,270 across 12 Computer Hardware names. ANET ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
59,185 | $134,570,707 | |
| 2 | STX |
Seagate Technology Holdings plc
|
95,873 | $92,517,445 | |
| 3 | DELL |
Dell Technologies Inc.
|
167,109 | $72,100,844 | |
| 4 | LOGI |
Logitech International S.A.
|
760,038 | $71,473,971 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
213,611 | $36,288,235 | |
| 6 | WDC |
Western Digital Corp
|
51,027 | $32,591,964 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
761,861 | $22,345,382 | |
| 8 | HPQ |
Hp Inc
|
306,797 | $6,731,126 |
All Filings in ANET
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,397,600 | 20,000 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $36,288,235 | 213,611 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $41,569,869 | 338,572 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,455,600 | 20,000 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $11,193,237 | 85,425 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $3,930,900 | 30,000 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $11,675,741 | 80,130 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $9,552,149 | 123,321 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,680,302 | 150,912 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,089,476 | 26,287 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,752,076 | 16,412 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,645,479 | 16,020 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,679,186 | 7,130 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $433,523 | 2,357 | Shares | Defined | 2023-11-14 | |
| 2020-12-31 | $29,056 | 100 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||